Exceed
Expectations

Actively Managed Municipal Strategies
Built for Performance

CIM is a leading institutional municipal bond manager specializing in tactical, actively-managed strategies that deliver significant relative value through a dynamic & research-driven investment process.

Our Firm

Our Strategies

Designed to deliver superior performance over time, see our long-term results:

Municipal Credit Opportunities

5-Year Annualized Return
2.41%
PSN Rating*
As of 7/31/2022
*1Q 2022
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Municipal Credit Opportunities

  • Maximize Tax-Free Cash Flow
  • Credit Driven
  • Actively Managed
  • Geographically Diversified
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Municipal Market Duration

5-Year Annualized Return
1.99%
PSN Rating*
As of 7/31/2022
*1Q 2022
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Municipal Market Duration

  • Total Return Driven
  • Tactical
  • Maximize After-Tax and Tax-Free Income
  • Geographically Diversified
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Municipal Short Duration

5-Year Annualized Return
1.21%
As of 7/31/2022
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Municipal Short Duration

  • Prinicipal Preservation
  • Deliver Consistent tax-Free Income
  • Actively Managed
  • Geographically Diversified
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Municipal Intermediate Duration

5-Year Annualized Return
1.66%
As of 7/31/2022
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Municipal Intermediate Duration

  • Total Return Driven
  • Deliver Tax-Free Income
  • Maximize After-Tax Return with 15 Year Maturity Constraint
  • Geographically Diversified
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Taxable Market Duration

Since Inception Return
-8.14%
As of 7/31/2022
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Taxable Market Duration

  • Total Return Driven
  • Tactical
  • Maximize Income
  • Geographically Diversified
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The Active Advantage

Staying tactical and aware at all times in the municipal bond space allows us to deliver true value to our individual, advisor and institutional clients.

 

Active management allows us to:

 

 

  • Discover new opportunities
  • Identify market inefficiencies
  • Reduce portfolio volatility & risk
  • Achieve consistent, competitive yields
  • Maximize after-tax total rate of return
See Our Process In Action

The Active Advantage

The Municipal Bond Specialists

Andrew Clinton

CEO

The Municipal Bond Specialists

The investment managers at CIM have the depth of experience, specialized expertise and sophistication to add true value to client portfolios and execute on our actively managed strategies to achieve exceptional results.

Meet the Team
Meet the Team